Follow the steps to complete the CA FTB Schedule 1067B.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the business entity or corporation name and address in the designated field, along with the Federal Employer Identification Number (FEIN) and the California Secretary of State (SOS) file number, if available.
3. Indicate the taxable year by entering it in the specified format (yyyy).
4. Select one of the options to move payments. You can either check the box to move payments from the group to the individual account or from the individual account to the group. Ensure that an appropriate amount is indicated for each option.
5. If transferring payments to the group, fill in the total amount transferred in the provided space. Note that it is important to review the amount carefully to avoid discrepancies.
6. Provide the name and Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) of the individual involved, as well as their complete address.
7. Indicate the quarter payments made in the previous year—list the amounts in the respective quarter fields (Quarter 1, Quarter 2, Quarter 3, Quarter 4). Make sure to track down the data accurately.
8. Fill out the ‘TOTALS’ section by adding up the values from the previous step accurately.
9. Include the authorized signature, print name, title, date, and telephone number of the contact person for any potential inquiries.
10. After filling out the form, save changes and choose whether to download, print, or share the completed form. Ensure you keep a copy for your records.

Complete your tax documents online efficiently and ensure accurate submissions.